Tel: 604-654-1707

Address

BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

BMO Nesbitt Burns
BMO Brentwood Town Centre
#60 - 4567 Lougheed Hwy
Burnaby, BC
V5C 3Z6

Contact Us

Our Partners

Valerie Chan, CPA, CA, CPA (Washington)
Director, Wealth Planning, BMO Wealth Planning


 

Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations. 

 

Nicco Bautista, L.L.B., M.A. 
Director, Estate Planning

Nicco works with clients and other members of the BMO Wealth Planning Team to prepare estate plans for clients. These plans often include wills and trusts, after considering business and tax planning, estate and family law litigation exposure, and other complex issues which may be unique to the client, such as charitable giving and planning for family members with special needs.

Nicco has experience working with clients' key advisors and family office members. Together, Nicco can help with the creation or refinement of a comprehensive estate plan that helps families achieve their goals across different generational and cultural philosophies.